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ISHARES TR
ISHARES TR. Institutional holdings reported to the SEC.

Institutional Holders (2014Q2)
Portfolio Summary: 5 Institutional holders with a total value of $28,298,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 JAMES INVESTMENT RESEARCH, INC. 405,511 20,600,000 72.80% PRN
2 WBI INVESTMENTS, LLC 70,889 3,601,000 12.73%
3 RONALD BLUE & CO LLC 42,923 2,181,000 7.71%
4 STALEY CAPITAL ADVISERS INC 30,950 1,572,000 5.56%
5 HOLLENCREST CAPITAL MANAGEMENT 6,780 344,000 1.22%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.